2023 Form 5500 filing — Lifescience Logistics, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015142147NAL0029954241001) for Lifescience Logistics, LLC 401(K) Plan, reported by Lifescience Logistics, LLC under EIN 20-4870652 and plan number 001. It reports 608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142147NAL0029954241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifescience Logistics, LLC
- EIN
- 20-4870652
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 608
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,321,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,321,363
- Employer contributions
- $0
- Participant contributions
- $822,199
- Total income / additions
- $1,187,860
- Benefits paid
- $379,727
- Administrative expenses
- $15,944
- Total expenses
- $395,671
- Net increase / (decrease)
- $792,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Management, Inc | NONE | $15,944 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $3,325 |